Filed May 1, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,462 | $58,888-87.3% | $178,499-95.8% | $73,493-89.8% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 1.89% | 24.86%-23.0pp | 151.10%-149.2pp | 28.51%-26.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,581 | $2,568+39.5% | $5,202-31.2% | $3,740-4.2% |
| Admin fee / account holder | $854 | $400+113.3% | $13,986-93.9% | $513+66.4% |